Patriot Financial Group Insurance Agency’s iShares MSCI Brazil ETF EWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Buy |
14,410
+6,094
| +73% | +$176K | 0.05% | 344 |
|
|
2025
Q1 | $215K | Buy |
+8,316
| New | +$215K | 0.03% | 439 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | – | – | 885 |
|
|
2022
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 2059 |
|
|
2022
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 2104 |
|
|
2021
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 2178 |
|
|
2021
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 2170 |
|
|
2021
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 2101 |
|
|
2021
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 2005 |
|
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 1884 |
|
|
2020
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1720 |
|
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 1609 |
|
|
2019
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 1358 |
|
|
2019
Q3 | $0 | Sell |
9
-201
| -96% | – | ﹤0.01% | 1355 |
|
|
2019
Q2 | $9K | Sell |
210
-1
| -0.5% | -$43 | ﹤0.01% | 826 |
|
|
2019
Q1 | $9K | Hold |
211
| – | – | ﹤0.01% | 724 |
|
|
2018
Q4 | $8K | Hold |
211
| – | – | 0.01% | 649 |
|
|
2018
Q3 | $7K | Buy |
+211
| New | +$7K | ﹤0.01% | 683 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$4K | – | 684 |
|
|
2018
Q1 | $4K | Sell |
100
-115
| -53% | -$4.6K | ﹤0.01% | 768 |
|
|
2017
Q4 | $10K | Buy |
215
+115
| +115% | +$5.35K | 0.01% | 583 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 730 |
|
|
2017
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 763 |
|
|
2017
Q1 | – | Sell |
-155
| Closed | -$6K | – | 825 |
|
|
2016
Q4 | $6K | Buy |
+155
| New | +$6K | 0.01% | 536 |
|